Brokerage Specialist

Brokerage Specialist

The Brokerage Specialist plays a critical role in supporting the Capital Markets team through the full lifecycle of investment sales transactions. This position is responsible for coordinating strategic marketing initiatives, managing transaction deliverables, and ensuring a seamless experience for both internal and external stakeholders. The ideal candidate brings a blend of professional polish, market awareness, and operational excellenceserving as a key liaison between clients, brokers, and internal teams, while maintaining a detailed understanding of each transaction's stage and status.

Key Responsibilities:

Business Development & Marketing Coordination

• Serve as a direct point of contact in coordinating client deliverables and communications, ensuring materials and messaging are tailored to client needs and expectations.
• Act as a client liaison throughout the transaction process, maintaining proactive and responsive communication to ensure a high level of client satisfaction.
• Collaborate with brokers, leadership, and internal teamsincluding marketing and researchto produce high-quality, data-driven, client-facing deliverables such as Offering Memorandums, presentations, proposals, and other marketing materials.
• Maintain and proactively manage a pipeline of prospective clients and opportunities, helping to drive relationship-building initiatives and support outreach strategies.

Transaction & Project Management

• Track and monitor the full deal cycle, maintaining a comprehensive understanding of transaction status, key milestones, deliverables, and deadlines across multiple assignments.
• Prepare and manage transaction documentation such as confidentiality agreements, contracts, and closing materials.
• Oversee the day-to-day flow of transaction activities and timelines, ensuring deliverables are executed efficiently and communicated clearly to all parties.
• Collaborate closely with financial analysts, marketing, and research teams to package and present financial analyses and underwriting assumptions in a client-ready format.
• Run market surveys and compile space/building options for client presentations.

Administrative & Operational Support

• Support team operations, including travel planning, expense management, and client event coordination as needed.
• Maintain CRM systems and ensure data accuracy for pipeline reporting and client tracking.
• Coordinate client meetings, internal planning sessions, and key milestonesincluding agendas, follow-ups, and action items.

Qualifications

• Bachelor's degree in Business, Marketing, Real Estate, or related field.
• 46 years of experience in commercial real estate, capital markets, or a related business environment.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and InDesign
• Exceptional written and verbal communication skills.
• Strong organizational, analytical, and project management skills.
• Ability to work independently and collaboratively in a high-pressure, deadline-driven environment.